Prior to joining our firm in 2022, Jake most recently worked as a stock plan specialist for Charles Schwab & Co., supporting the administration of equity compensation plans for corporate clients.
Born in Columbus, Georgia, and raised in Niceville, Florida, he graduated from the University of Alabama with a Bachelor of Science in commerce and business administration, majoring in finance and economics.

Jake is currently pursuing the Chartered Financial Analyst® (CFA®) designation, having successfully passed levels 1 and 2.

In his free time, Jake enjoys fishing, hunting, and watching sports with friends – especially Alabama Crimson Tide football.